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Sponsor portfolioWelfare / HealthEIN 26-2911313
ROSEWOOD CORPORATE INVESTMENTS, LLC
150 PENMARC DRIVE · RALEIGH, NC 27603
9196006160
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$828K
No prior year
Persons covered
434
No prior year
Total participants
88
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $726K | 37.7% | |
| Prescription drug | $726K | 37.7% | |
| Dental | $93K | 4.8% | |
| Life | $93K | 4.8% | |
| Short-term disability | $93K | 4.8% | |
| Long-term disability | $93K | 4.8% | |
| Other | $93K | 4.8% | |
| Vision | $8K | 0.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $726K | 87.7% | 1 | 1 | 434 |
EIN 135123390 | DLSTDLTDOth | $93K | 11.3% | 1 | 1 | 90 |
EIN 470098400 | V | $8K | 1.0% | 1 | 1 | 121 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | DURHAM, NC | AMERITAS LIFE INSURANCE CORP., UNITEDHEALTHCARE INSURANCE COMPANY | $428 | $22K | $22K | 64.7% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | AMERITAS LIFE INSURANCE CORP., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $10K | $3K | $12K | 35.3% | 1 |
History & trajectory
3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan